RBFCU Services

Experience. Guidance. Integrity.

RBFCU Services LLC was established to expand the range of financial products and offer best-practice strategies to serve the specific needs of our members. As an affiliate of RBFCU, our focus is on providing an experience — one with professional guidance and integrity.


Benefits offered through RBFCU Services and our affiliate companies include:

Plant

From investment strategies and solutions to wealth management advice, our financial advisors are here to help you prepare for the future with more confidence. Plus, we offer distinct retirement planning services tailored to Texas K-12 faculty and staff.

Shield

Get the coverage you need at a great price with the excellent service you’ve come to expect from your favorite credit union! Our licensed, professional insurance agents are here to help.

House realty sign with location marker

By working with an experienced real estate professional, you may save time and money when buying or selling a home, land or commercial property.

Clip board with two check marks

Make more informed real estate decisions with the help of a professional property appraiser. They can provide an objective estimate of a home’s value, which is useful information for buyers and sellers alike.

Title document

Our team is licensed to offer title settlement services on Texas properties in ways that support buyers, sellers, builders, lenders and other real estate professionals in their realty transactions.

Document about to be signed

Tackle common estate planning goals with guidance from our trust administrators. From helping you explore trust options to supporting your beneficiaries with estate settlement, we offer insights and resources.

At RBFCU Services, we are focused on providing you a high-quality experience, with excellent service and complete satisfaction. You can rest assured that our affiliate companies give you the service you’ve come to expect from RBFCU, while providing additional financial tools, product solutions, and resources.

  • How is RBFCU Services connected with RBFCU?
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    RBFCU Services LLC was established to expand the range of financial products and offer best-practice strategies to serve the specific needs of our members. As an affiliate of RBFCU, the focus is on providing an experience — one with professional guidance and integrity. In fact, our credit union philosophy is “people helping people.”

    RBFCU Services is an umbrella of Credit Union Service Organizations (CUSOs), often referred to as affiliate companies or limited liability companies (LLCs).

    Every day, the CUSOs within RBFCU Services strive to deliver a variety of quality financial products specifically designed to fit each member’s lifestyle and budget.

  • Is RBFCU Investments Group part of RBFCU?
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    RBFCU Investments Group LLC is a wholly-owned subsidiary of RBFCU Services LLC. RBFCU Services LLC is affiliated with Randolph-Brooks Federal Credit Union (RBFCU).

    RBFCU Investments Group financial advisors are registered representatives of Ameriprise Financial Services, LLC and employees of RBFCU.

    RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.

    RBFCU offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC.

    Through our relationship with Ameriprise Financial, you have access to wide-ranging advice — from point-in-time investment recommendations and asset allocation strategies, to a comprehensive financial planning approach that covers key aspects of your financial life — to help you meet your goals. And, your financial advisor can provide access to a broad array of solutions to meet your specific needs, including investments, insurance and annuities, and much more.

    Ameriprise Financial Services, LLC and its affiliates are entities separate from, and not affiliates of, RBFCU.

    Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

  • When can I use Preserve Title Company?
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    There are several ways to use Preserve Title Company.

    • When selling property through a real estate agent, instruct the agent to use Preserve Title Company as your closing agent.
    • When selling a property on your own, include Preserve Title Company as the closing agent on your contract.
    • When purchasing property, the seller normally chooses the title company to use, but it is still an item you can negotiate with the seller. Inform the seller and real estate agent of Preserve Title Company’s fees and settlement services.
    • When refinancing your property, instruct your mortgage lender to use Preserve Title Company and ask them to fax their closing instructions to us.
    • When building a home, instruct your builder and lender, if applicable, to use Preserve Title Company as your closing agent.

    For more information, visit preservetitle.com or contact us by calling 210-945-3370 or email us at info@preservetitle.com.

This page was last updated in February 2025.

DISCLOSURES

RBFCU Services LLC is affiliated with Randolph-Brooks Federal Credit Union (RBFCU).

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.

Ameriprise Financial is not affiliated with the financial institution or Members Trust Company.

Ameriprise Financial cannot guarantee future financial results.

RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Insurance products are offered through RBFCU Insurance Agency LLC, a wholly-owned subsidiary of RBFCU Services LLC and an affiliate of Randolph-Brooks Federal Credit Union (RBFCU). RBFCU Insurance Agency LLC is operated by Banc Insurance Agency. Business conducted with RBFCU Insurance Agency LLC is separate and distinct from any business conducted with RBFCU. Insurance products are not deposits; are not obligations of RBFCU; are not NCUA insured; are not issued by or guaranteed by RBFCU or any other affiliate, and may lose value. Any insurance required as a condition of the extension of credit by RBFCU need not be purchased from RBFCU Insurance Agency LLC but may, without affecting the approval of the application for an extension of credit, be purchased from an agent or insurance company of the member’s choice.

RBFCU Trust Services is a division of RBFCU Investments Group LLC. RBFCU Investments Group LLC is a wholly-owned subsidiary of RBFCU Services LLC. RBFCU Services LLC is affiliated with Randolph-Brooks Federal Credit Union (RBFCU). Trust services available through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency.

Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity and involve investment risks, including the possible loss of principal.

This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.

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